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Larson Financial Group’s Xos XOS Stock Holding History

Larson Financial Group’s Portfolio XOS Stock Details XOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-16
Closed -$164 – 2502
2024
Q1 		$164 Hold
16
– – ﹤0.01% 1660
2023
Q4 		$128 Sell
16
-1
-6% -$9 ﹤0.01% 1689
2023
Q3 		$172 Hold
17
– – ﹤0.01% 1642
2023
Q2 		$109 Hold
17
– – ﹤0.01% 1519
2023
Q1 		$263 Hold
17
– – ﹤0.01% 1456
2022
Q4 		$221 Hold
17
– – ﹤0.01% 1419
2022
Q3 		$1K Hold
17
– – ﹤0.01% 1262
2022
Q2 		$1K Hold
17
– – ﹤0.01% 1161
2022
Q1 		$1K Hold
17
– – ﹤0.01% 1012
2021
Q4 		$2K Hold
17
– – ﹤0.01% 980
2021
Q3 		$2K Hold
17
– – ﹤0.01% 802
2021
Q2 		$5K Buy
+17
New +$5.06K ﹤0.01% 642

Other funds holding XOS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Larson Financial Group's XOS Position: Q2 2024 in Review

Larson Financial Group sold out of Xos (XOS) in Q2 2024, closing a stake of 16 shares — an estimated $164 sold.

Larson Financial Group first reported a position in XOS in Q2 2021 and held it in 12 quarters. The position peaked at $5K in Q2 2021. 32 funds tracked by Wall St. Rank hold XOS as of Q2 2024.

  • Larson Financial Group reported no remaining Xos position as of Q2 2024 after selling out during the quarter.
  • Larson Financial Group sold 16 Xos shares in Q2 2024, an estimated $164.
  • Larson Financial Group first reported a position in Xos in Q2 2021 and held it in 12 quarters.
  • Larson Financial Group's Xos position peaked at $5K in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Xos as of Q2 2024.

Based on Larson Financial Group's 13F filing for Q2 2024, filed 2 Aug 2024.